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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neill? Claim Your ProfileNeill Currie Yelverton is an investment advisor representative registered in North Carolina and Texas with Prime Capital Financial. Neill Currie Yelverton has been in the industry since May 2013 and has a Series 65 license. Neill Currie Yelverton specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Neill Currie Yelverton is also a member of CHHSZ Holdings, LLC. Neill Currie Yelverton is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
01/03/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 03/27/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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